2026-05-11T12:01:13-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990 2025-01-01 237704439 YOCUM FAMILY PERPETUAL CHARITABLE TRUST YOCU 2393975002 PO BOX 70 WILMINGTON DE 19899 WILMINGTON TRUST N A SVP 2393975002 2026-04-16 true SANDRA MURPHY P01252209 3128792000 2026-04-16 2025 2025-03-06 01:10:19Z SAME AS BOX C ABOVE 71102803 false X N/A X 1992 PA The Organizations mission is to support and enhance the charitable, educational, and community-focused activities of its eight supported charitable organizations by providing financial assistance and programmatic support consistent with their exempt purposes. 2 1 0 0 0 61974238 0 3037593 7592076 0 3037593 69566314 3321527 3839010 0 633131 752880 0 0 97795 0 4052453 4591890 -1014860 64974424 55204611 120169369 0 0 55204611 120169369 X The Organizations mission is to support and enhance the charitable, educational, and community-focused activities of its eight supported charitable organizations by providing financial assistance and programmatic support consistent with their exempt purposes. false false 853111 853111 SUPPORT FOR HARVARD UNIVERSITY 426557 426557 SUPPORT FOR PHILLIPS EXETER ACADEMY 426557 426557 SUPPORT FOR VALLEY FORGE MILITARY ACADEMY 2132785 2132785 2132785 2132785 3839010 true true false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 2 1 false false false false false false false true true false false true true true true true false false false false PA X WILMINGTON TRUST NA 2393975002 PO BOX 70 WILMINGTON DE 19899 JAMES H YOCUM CO-TRUSTEE 1.0 0.0 X 0 0 0 WILMINGTON TRUST CO CO-TRUSTEE 1.0 0.0 X 752880 0 0 752880 0 0 1 false false false 61974238 61974238 2574482 2574482 6554083 1536489 5017594 5017594 5017594 69566314 7592076 3839010 3839010 752880 752880 4591890 3839010 752880 0 1093777 64542734 54110834 55626635 55204611 120169369 0 0 X 120169369 55204611 55204611 120169369 55204611 120169369 X 64974424 -9666 X false false false X X X 8 Gettysburg College 231352641 5 true 426557 0 Phillips Exeter Academy 020222174 2 true 426557 0 Harvard University 042103580 5 true 853111 0 Valley Forge Military Academy College 231178880 5 true 426557 0 United Lutheran Theological Seminary 231365169 1 true 426557 0 Yocum Institute For Art Education 231365985 2 true 426557 0 Reading Area Community College Foundation 232273163 5 true 426557 0 St Norbert College 391399196 5 true 426557 0 8 3839010 0 true false false false false false false false false false false true false false false false true false true 0 0 2647740 2574482 2647740 2574482 0 730926 752880 0 1916814 1821602 109871108 118674559 1485248 5697722 0 111356356 124372281 0 0 111356356 124372281 1670345 1865584 109686011 122506697 3839010 4287734 0 3839010 4287734 1916814 1629292 3839010 3839010 0 3839010 3839010 0 0 0 0 3839010 3889010 3839010 1.0 3839010 0 0 0 0 0 0 0 0 0 0 0 3839010 0 3839010 0 0 0 0 0 0 0 0 0 SECTION D LINES 2 & 3 The governing body of the organization has consistently maintained a close and continuous working relationship with the supported organization through proactive engagement, transparent communication, and collaborative decision making. This partnership is reinforced by the supported organizations active involvement in policy development and strategic decision making processes. SECTION D LINES 2 & 3 CONT. Through regular consultations, joint planning sessions, and representation in governance forums, the supported organization contributes valuable insights that shape policies and operational priorities. PART V SEC D LINE 7 DISTRIBUTIONS TO ATTENTIVE SUPPORTING ORGANIZATIONS TO WHICH ORGANIZATION IS RESPONSIVE TO NECESARY TO CARRY OUT EXEMPT FUNCTIONS OF SUPPORTED ORGANIZATIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 501(C)(3) 426557 FMV GENERAL SUPPORT LUTHERAN THEOLOGICAL SEMINARY OF PHILADELPHIA 7301 GERMANTOWN 20 MAIN STREET MOUN PHILADELPHIA PA 19119 231352657 501(C)(3) 426557 FMV GENERAL SUPPORT PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 038332460 020222174 501(C)(3) 426557 FMV GENERAL SUPPORT HARVARD UNIVERSITY 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 501(C)(3) 853111 FMV GENERAL SUPPORT READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 501(C)(3) 426557 FMV GENERAL SUPPORT ST NORBERT COLLEGE 100 GRANT STREET DEPERE WI 541152099 391399196 501(C)(3) 426557 FMV GENERAL SUPPORT VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 501(C)(3) 426557 FMV GENERAL SUPPORT YOCUM INSTITUTE FOR ARTS EDUCATION 1100 BELMONT AVENUE READING PA 19610 231365985 501(C)(3) 426557 FMV GENERAL SUPPORT 8 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The Organization monitors the use of grant funds in the United States through written grant agreements that define permissible uses of funds, require compliance with the Organizations charitable purpose, and mandate reporting by grantees. The Organization reviews grantee reports and maintains records to ensure that grant funds are used in accordance with the terms of the grant and applicable laws. EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d The Organization furthers its exempt purpose by providing program service grants and support to five other qualified charitable organizations. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW The return is provided to the governing body for review prior to filing. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c Wilmington Trust Company is serving as a corporate trustee. The Bank maintains a written conflict of interest policy applicable to all employees. Additionally, the Bank requires all board members to provide an annual written certification, and all employees to certify electronically, confirming compliance with the Banks guiding principles, which include its Code of Conduct and Ethics. This process encompasses the conflict of interest policy. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 2025 Transactions Posted in 2026 (13,150); 2024 Transactions Posted in 2025 $3,484 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 020222174 EDUCATIONAL INSTITUTION NH 501(C)(3) 2 N/A false YOCUM INSITUTE FOR ARTS EDUCATION 1100 BELMONT AVENUE READING PA 19610 231365985 EDUCATIONAL INSTITUTION PA 501(C)(3) 2 N/A false ST NORBERT COLLEGE 100 GRANT STREET DEPERE WI 54115 391399196 EDUCATIONAL INSTITUTION WI 501(C)(3) 5 N/A false READING AREA COMMUNITY COLLEGE PO BOX 1706 READING PA 19603 232273163 EDUCATIONAL INSTITUTION PA 501(C)(3) 5 N/A false GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 2458 GETTYSBURG PA 17325 231352641 EDUCATIONAL INSTITUTION PA 501(C)(3) 5 N/A false VALLEY FORGE MILITARY ACADEMY FOUNDATION 1001 EAGLE ROAD WAYNE PA 190873695 231178880 EDUCATIONAL INSTITUTION PA 501(C)(3) 5 N/A false HARVARD GRADUATE SCHOOL 124 MOUNT AUBURN STREET SUITE 430N CAMBRIDGE MA 02138 042103580 EDUCATIONAL INSTITUTION MA 501(C)(3) 5 N/A false UNITED LUTHERAN SEMINARY 61 SEMINARY RIDGE GETTYSBURG PA 17325 231365169 EDUCATIONAL INSTITUTION PA 501(C)(3) 1 N/A false false true false false false false false false false false false false false false false false false false false GETTYSBURG COLLEGE b 426557 FMV HARVARD GRADUATE SCHOOL b 853111 FMV PHILLIPS EXETER ACADEMY b 426557 FMV READING AREA COMMUNITY COLLEGE b 426557 FMV ST NORBERT COLLEGE b 426557 FMV UNITED LUTHERAN SEMINARY b 426557 FMV VALLEY FORGE MILITARY ACADEMY FOUNDATION b 426557 FMV YOCUM INSTITUTE FOR ARTS EDUCATION b 426557 FMV